October 25, 2016 5:31 PM ET

Capital Markets

Company Overview of F-Squared Investments, Inc.

Company Overview

F-Squared Investments, Inc. is a privately owned investment manager. The firm primarily provides its services to other investment advisers. It also caters to individuals, high net worth individuals, and pension and profit sharing plans. The firm provides index management services. It manages separate client-focused equity, fixed income, and multi-asset portfolios. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. It makes all its investments through exchange-traded funds. The firm invests in small-cap stocks of companies across diversified sectors. For the fixed income portion of its portfolio, it invests in diversified portfolios inclu...

80 William Street

Suite 400

Wellesley, MA 02481

United States

Founded in 2008





Key Executives for F-Squared Investments, Inc.

Chief Executive Officer, Member of Board of Managers, Member of Advisory Board, Chair of Nominating and Governance Committee, and Member of Index Investment Committee
Co-Founder, Director of Business Development, Vice Chairman, Board Member, Co-Chairman of Investment Committee, and Member of Advisory Committee
Age: 70
Managing Director of Quantitative Analysis and Member of Investment Committee
Age: 56
Managing Director, Chief Financial Officer, and Chief Operating Officer
Managing Director, Chief Compliance Officer, and Counsel
Compensation as of Fiscal Year 2016.

F-Squared Investments, Inc. Key Developments

Motion for Asset Sale Approved for F-Squared Investment Management, LLC

The US Bankruptcy Court approved the sale of substantially all of the assets of F-Squared Investment Management, LLC on August 25, 2015. The Court has authorized the debtor to sell all of its assets to Broadmeadow Capital, LLC, the stalking horse bidder, for a purchase price of $5 million cash plus earn-out payments, pursuant to the asset purchase agreement.

Notice of Successful Bidder and Cancellation of Auction Filed by F-Squared Investment Management, LLC

F-Squared Investment Management, LLC filed a notice of designation of successful bidder and cancellation of auction in the US Bankruptcy Court on August 18, 2015. As per the notice, the debtor didn't receive any qualified bids for the sale of substantially all of its assets and Broadmeadow Capital, LLC has been designated as successful bidder pursuant to the stalking horse agreement. The debtor has cancelled the auction for the assets to be held on August 19, 2015. The sale hearing will be held on August 25, 2015.

Bidding Procedure Approved for F-Squared Investment Management, LLC

The US Bankruptcy Court gave an order approving the bidding procedures relating to the sale of substantially all the assets of F-Squared Investment Management, LLC on July 28, 2015. The Court approved the asset purchase agreement between the debtor and Broadmeadow Capital, LLC, the stalking horse bidder, for the sale of substantially all its assets for a purchase price of $5 million cash plus earn-out payments, pursuant to the asset purchase agreement. Broadmeadow has deposited $0.50 million as good faith deposit. To qualify as a qualified bidder, interested parties should submit their bids by August 18, 2015. The initial minimum overbid should be at least $0.60 million more than the closing payment. The debtor has scheduled an auction on August 19, 2015. A qualified bid shall be accompanied by $0.56 million cash deposit. At the auction, the subsequent bids would be in increments of $0.1 million. The stalking horse bidder would be entitled to a break-up fee of $0.25 million and expense reimbursement of $0.25 million in case of termination of the asset purchase agreement. The sale hearing is scheduled for August 25, 2015.

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